NCBA Bank hosted a luxury estate succession planning forum in Nanyuki, where they invited high-net-worth clients, attorneys, and senior executives to an interactive conversation on how families can accumulate wealth and create lasting financial legacies that span generations.
In partnership with Caroline Wanjiru & Associates (Legal) and NCBA Bancassurance, the session addressed some of the most important areas of NCBA estate succession planning, including wills, family trusts, and tax implications.
The interactive sessions were designed to give participants practical solutions and legal know-how to allow their legacies to be safe and managed with responsibility.
The seminar also served to reiterate NCBA’s commitment to guiding clients through the traditionally complex task of estate succession planning, providing customized legal and financial advisory services to facilitate them in making appropriate plans for the future.
NCBA Insurance agents underscored the importance of early preparation, legal clarity, and structured arrangements that provide families with peace of mind.
Speaking at the session, NCBA Group Director of Retail Banking Dennis Njau presented the bank’s goal of helping customers achieve continuity of their financial legacies.
“As a partner of choice in finance, we believe that true wealth transcends accumulation but also preservation and continuity. We want to give our customers the right tools and knowledge so that their legacies can thrive over generations. This is our greater mandate of making wealth management at NCBA do more than numbers to care for families and futures,” said Njau.
Nanyuki was selected as a strategic point for the forum due to its growing number of high-net-worth individuals who are investing in agribusiness, real estate, tourism, and hospitality. Nanyuki has become a destination of choice for Kenya’s affluent investors who are keen on building and maintaining intergenerational wealth.
This programme is a component of NCBA’s broader ambition to grow its Platinum Banking and Retail Wealth Management operations by delivering structured, value-add advisory programmes.
Under these programmes, NCBA estate succession planning continues to gain momentum, driven by increasing demand for comprehensive wealth management solutions outside traditional banking.
A recent report from Business Research Insights approximates that the market size of the global estate planning services will grow from USD 109.2 billion in 2025 to USD 171.17 billion in 2035 at a compound annual growth rate of 4.5 percent. Knowledge and awareness of estate planning are, nevertheless, low, and the process is difficult for many to comprehend.
Through continued engagements such as the Nanyuki forum, NCBA estate succession planning establishes itself as a trusted advisor in helping clients make informed decisions today to protect their family wealth for future generations.
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